Heritage Wealth Management (Ohio)’s American Water Works AWK Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio AWK Stock Details AWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$522K	Hold
2025 Q2	$522K	Hold
2025 Q1	$553K	Hold
2024 Q4	$467K	Hold
2024 Q3	$548K	Hold
2024 Q2	$488K	Buy